Winston Taylor is well-known for its tax offering that notably handles tax planning for middle-market private equity funds across acquisitions, joint ventures, and structuring. In addition, the team handles tax matters surrounding securitizations, collaterized loan obligations, revolving credit and warehouse facilities. This extends their scope to partnership tax issues and REITs as well. Practice head Olga Loy handles continuation vehicles and a host of private fund matters, but is most notably recognized for her market-leading expertise representing SBICs across all tax issues from formation onwards. Dennis Kelly focuses on tax matters for structured and project finance deals. Donald Goff works on tax matters for M&A and private equity deals. Angela Rohman-Russo and New York-based Rachel Ingwer advise clients on M&A transactional tax matters across a wide array of sectors. Also in New York, Katherine Erbeznik has noted experience advising Latin American companies and funds and covers a unique array of sectors, ranging from digital assets, oil and gas, and infrastructure. All team members in Chicago unless otherwise noted.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'Incredible understanding of real estate funds segment, including but not limited to investment structures for non-US investors, and a pro-business approach to accommodate our (and our investors') needs. Capacity to explain complex issues in a very simple manner.'
- 'Katherine Erbeznik is the best tax attorney I have worked with. She is business-oriented and simplifies the most complex tax issues. Always available to assist'
Key clients
- HealthCare Royalty Management LLC
- Nova Infrastructure Management, LLC
- GHOST Lifestyle LLC
- GCP Capital Partners, LLC
Work highlights
Represented HealthCare Royalty Partners in a series of related transactions in which KKR acquired a controlling interest in Healthcare Royalty Management, as well as in certain fund-related entities.
Represented GCP Capital Partners in connection with the formation of GCP Strategic Partners Fund, a single asset fund continuation vehicle formed to facilitate the growth of ALKEME Insurance, a portfolio company of GCP Fund IV and GCP Fund V.
Advised GHOST Lifestyle LLC in the tax matters pertinent to its sale to Keurig Dr Pepper.
Practice head
Olga Loy
Other key lawyers
Katherine Erbeznik; Dennis Kelly; Donald Goff; Angela Rohman-Russo; Rachel Ingwer